IXC Institutional Ownership & Shareholders
ISHARES GLOBAL ENERGY ETF (IXC) is currently held by 334 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.01B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Fisher Asset Management, Llc is currently the largest disclosed institutional shareholder of IXC tracked by InsiderSet, reporting ownership valued at approximately $143.36M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $187.30M, representing an estimated gain of +30.65% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed IXC value among the investors covered in this analysis. Major shareholders include Fisher Asset Management, Llc, Morgan Stanley, Bank Of America Corp, and several other long-term asset managers with concentrated positions in ISHARES GLOBAL ENERGY ETF (IXC).
This page ranks the largest institutional IXC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
334
Total Reported Value
$1.01B
Largest Holder
Fisher Asset Management, Llc
Largest Position
$143.36M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
38
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fisher Asset Management, Llc | 0.04% | 2,917,909 | $143,356,869 | $187,300,579 | +$43,943,710 | +30.65% | |
| Morgan Stanley | 0.01% | 2,451,087 | $120,421,931 | $157,335,275 | +$36,913,344 | +30.65% | |
| Bank Of America Corp | 0.00% | 1,059,847 | $52,070,279 | $68,031,579 | +$15,961,300 | +30.65% | |
| Focus Partners Wealth | 0.04% | 781,346 | $38,387,581 | $50,154,600 | +$11,767,019 | +30.65% | |
| Schroder Investment Management Group | 0.03% | 763,840 | $37,733,696 | $49,030,890 | +$11,297,194 | +29.94% | |
| Evergreen Capital Management Llc | 0.65% | 641,856 | $36,566,518 | $41,200,737 | +$4,634,219 | +12.67% | |
| Verger Capital Management Llc | 8.18% | 521,479 | $29,708,680 | $33,473,737 | +$3,765,057 | +12.67% | |
| Versant Capital Management, Inc | 2.48% | 508,556 | $28,972,422 | $32,644,210 | +$3,671,788 | +12.67% | |
| Goldman Sachs Group Inc | 0.00% | 586,691 | $28,824,129 | $37,659,695 | +$8,835,566 | +30.65% | |
| Treasurer Of The State Of North Carolina | 0.06% | 463,585 | $22,776,000 | $29,757,521 | +$6,981,521 | +30.65% | |
| Ubs Group Ag | 0.00% | 403,811 | $19,839,234 | $25,920,628 | +$6,081,394 | +30.65% | |
| Mfa Wealth Advisors, Llc | 2.92% | 301,973 | $17,203,400 | $19,383,647 | +$2,180,247 | +12.67% | |
| Lpl Financial Llc | 0.00% | 324,155 | $15,925,751 | $20,807,509 | +$4,881,758 | +30.65% | |
| Van Cleef Asset Management,Inc | 1.48% | 261,530 | $14,899,372 | $16,787,611 | +$1,888,239 | +12.67% | |
| Royal Bank Of Canada | 0.00% | 290,022 | $14,248,000 | $18,616,512 | +$4,368,512 | +30.66% | |
| Ci Investments Inc. | 0.04% | 284,453 | $13,975,176 | $18,259,038 | +$4,283,862 | +30.65% | |
| Cetera Investment Advisers | 0.01% | 275,110 | $13,516,132 | $17,659,311 | +$4,143,179 | +30.65% | |
| Financial Advisory Corp | 1.59% | 218,254 | $12,433,931 | $14,009,724 | +$1,575,793 | +12.67% | |
| Wells Fargo & Company/Mn | 0.00% | 235,836 | $11,586,598 | $15,138,313 | +$3,551,715 | +30.65% | |
| Marshall Wace, Llp | 0.01% | 211,416 | $10,386,868 | $13,570,793 | +$3,183,925 | +30.65% | |
| Ameriprise Financial Inc | 0.00% | 208,252 | $10,231,387 | $13,367,696 | +$3,136,309 | +30.65% | |
| Commonwealth Equity Services, Llc | 0.01% | 162,172 | $9,238,930 | $10,409,821 | +$1,170,891 | +12.67% | |
| Federation Des Caisses Desjardins Du Quebec | 0.03% | 181,700 | $8,926,921 | $11,663,323 | +$2,736,402 | +30.65% | |
| Morningstar Investment Management Llc | 0.55% | 154,885 | $8,922,925 | $9,942,068 | +$1,019,143 | +11.42% | |
| Raymond James Financial Inc | 0.00% | 178,369 | $8,763,237 | $11,449,506 | +$2,686,269 | +30.65% | |
| Strategic Wealth Investment Group, Llc | 1.07% | 151,075 | $8,606,736 | $9,697,504 | +$1,090,768 | +12.67% | |
| Sigma Planning Corp | 0.22% | 149,833 | $8,536,010 | $9,617,780 | +$1,081,770 | +12.67% | |
| Flow Traders U.S. Llc | 0.32% | 158,120 | $7,768,000 | $10,149,723 | +$2,381,723 | +30.66% | |
| Client 1St Advisory Group, Llc | 1.87% | 124,660 | $7,101,866 | $8,001,925 | +$900,059 | +12.67% | |
| Alliancebernstein L.P. | 0.00% | 116,360 | $6,703,500 | $7,469,148 | +$765,648 | +11.42% | |
| Proficio Capital Partners Llc | 0.24% | 136,125 | $6,687,821 | $8,737,864 | +$2,050,043 | +30.65% | |
| Cambria Investment Management, L.P. | 0.32% | 131,464 | $6,458,826 | $8,438,674 | +$1,979,848 | +30.65% | |
| Susquehanna International Group, Llp | 0.01% | 129,339 | $6,354,425 | $8,302,270 | +$1,947,845 | +30.65% | |
| Osaic Holdings, Inc. | 0.01% | 121,071 | $5,949,916 | $7,771,547 | +$1,821,631 | +30.62% | |
| Pinnacle Associates Ltd | 0.06% | 94,318 | $5,373,296 | $6,054,272 | +$680,976 | +12.67% | |
| Gentrust, Llc | 0.20% | 105,149 | $5,165,990 | $6,749,514 | +$1,583,524 | +30.65% | |
| Factor Wealth Management Ltd | 0.79% | 90,263 | $5,142,276 | $5,793,982 | +$651,706 | +12.67% | |
| Banco Santander, S.A. | 0.03% | 97,784 | $4,804,128 | $6,276,755 | +$1,472,627 | +30.65% | |
| Envestnet Asset Management Inc | 0.00% | 96,873 | $4,759,354 | $6,218,278 | +$1,458,924 | +30.65% | |
| Stifel Financial Corp | 0.00% | 96,620 | $4,747,007 | $6,202,038 | +$1,455,031 | +30.65% | |
| Jones Financial Companies Lllp | 0.00% | 91,498 | $4,533,613 | $5,873,257 | +$1,339,644 | +29.55% | |
| Pgim Custom Harvest Llc | 0.06% | 90,043 | $4,423,789 | $5,779,860 | +$1,356,071 | +30.65% | |
| Northland Securities, Inc. | 2.58% | 77,518 | $4,416,199 | $4,975,880 | +$559,681 | +12.67% | |
| Bank Of Montreal | 0.00% | 85,901 | $4,220,317 | $5,513,985 | +$1,293,668 | +30.65% | |
| Sierra Summit Advisors Llc | 0.49% | 73,411 | $4,182,225 | $4,712,252 | +$530,027 | +12.67% | |
| Envestnet Portfolio Solutions, Inc. | 0.02% | 83,169 | $4,084,583 | $5,338,618 | +$1,254,035 | +30.70% | |
| Able Financial Group, Llc | 0.59% | 65,894 | $3,753,981 | $4,229,736 | +$475,755 | +12.67% | |
| Advocate Investing Services Llc | 2.73% | 61,195 | $3,486,291 | $3,928,107 | +$441,816 | +12.67% | |
| Truist Financial Corp | 0.00% | 60,489 | $3,446,059 | $3,882,789 | +$436,730 | +12.67% | |
| Prudential Plc | 0.02% | 69,575 | $3,418,220 | $4,466,019 | +$1,047,799 | +30.65% |
Frequently asked questions about IXC
Who are the largest institutional holders of IXC?
The largest institutional holders of IXC reported in the latest SEC Form 13F filings include Fisher Asset Management, Llc, Morgan Stanley, Bank Of America Corp, Focus Partners Wealth, and Schroder Investment Management Group. InsiderSet ranks institutional holders by their latest reported IXC position.
What is IXC institutional ownership?
This page tracks IXC positions reported by institutional investment managers through SEC Form 13F. ISHARES GLOBAL ENERGY ETF (IXC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IXC?
InsiderSet currently tracks 334 institutional managers reporting IXC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IXC shareholders.
How much IXC stock do institutions own?
Institutional investment managers disclosed approximately $1.01B in IXC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IXC institutional ownership last updated?
The latest IXC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IXC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IXC position after the reporting date.
Are institutions buying or selling IXC?
Institutional buying and selling can be analyzed by comparing IXC positions across consecutive 13F reporting periods. InsiderSet's IXC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IXC ownership changes.
How has IXC institutional ownership changed over time?
InsiderSet tracks IXC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.